FLJP vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. FLJP offers more diversification with 467 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: FLJP

Side-by-Side Comparison

MetricFLJPSCHDWinner
Expense Ratio0.09%0.06%
AUM$3.9B$103.7B
Dividend Yield4.27%3.31%
Holdings482104
YTD Return+18.29%+25.33%
1Y Return+28.05%+32.31%
3Y Return (annualized)+19.64%+15.40%
5Y Return (annualized)+10.04%+9.70%
Volatility (annualized)14.4%13.6%
Max Drawdown-33.6%-33.4%
Fund FamilyFranklin Templeton Investments (US)Charles Schwab Asset Management
CategoryEquityEquity
InceptionNov 2, 2017Oct 20, 2011

FLJP vs SCHD Performance

Franklin FTSE Japan ETF (FLJP) is a ETF from Franklin Templeton Investments (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year FLJP returned +28.05% while SCHD returned +32.31%. Year to date, FLJP is up 18.29% versus a gain of 25.33% for SCHD.

Over three years, FLJP compounded at +19.64% per year against +15.40% for SCHD; over five years the annualized figures are +10.04% and +9.70% respectively. Across the full 9-year window we track, SCHD has the edge at +11.45% annualized vs +7.44%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FLJP has been the more volatile fund, with annualized monthly volatility of 14.4% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -33.6% for FLJP and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FLJP charges 0.09% per year while SCHD charges 0.06%. On a $10,000 position that is $9 vs $6 annually, a gap of $3 per year that compounds over a long holding period. On income, FLJP currently yields 4.27% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

FLJP and SCHD share 0 holdings out of 567 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, FLJP or SCHD?

FLJP has an expense ratio of 0.09% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

Which performed better, FLJP or SCHD?

Over the past year FLJP returned +28.05% vs +32.31% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (9 years), FLJP annualized +7.44% vs +11.45% for SCHD. Past performance does not guarantee future results.

Which is riskier, FLJP or SCHD?

FLJP has been the more volatile fund at 14.4% annualized versus 13.6% for SCHD. Worst drawdown: FLJP -33.6% vs SCHD -33.4%.

Should I hold both FLJP and SCHD?

FLJP and SCHD have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLJP and SCHD?

FLJP and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 567 unique securities.

Which pays a higher dividend, FLJP or SCHD?

FLJP yields 4.27% while SCHD yields 3.31%, so FLJP currently pays the higher dividend yield.

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